Easy way to generate a list of all Customer Organizations?

[Lewis West]

Is there an easy way to generate a report or a list of all our customer organizations in Jira Service Management?

I'm not picky about the format, I just need a list of them all the organization names and don't want to copy them 50 at a time from the regular page.

Thanks for any tips or advice for it.

[Lewis West · Accepted solution]

Jira Customer Support was able to export a csv list of all organizations in our project for us ( https://support.atlassian.com/ )

It was the easiest solution to the problem for our team, since it didn't require any REST API knowledge or adding an app and trying to tweak it enough to fit our needs.

If someone regularly needed the list, they would probably need a more long-term solution.  However, since it was just a one-off request for our team, this solution fit our use case.

[Joseph Chung Yin]

@Lewis West -

Unfortunately, there is no easy tool out of the box that will provide you with the listing of all users associated within an org used by your JSM project.  As far as I know, you can use JQL to obtained issues created by users of an organization, but it is not a full listing of all users associated to an org.

My recommendation to you would be -

1) contact Atlassian Support (https://support.atlassian.com) for possible suggestions and further assistance.

2) search Atlassian Marketplace (https://marketplace.atlassian.com/) for possible reporting add-on (third party vendors) - The following ones may give you what you are looking for, but we have not try them in our env:

https://marketplace.atlassian.com/apps/1223898/dashboard-hub-for-jira-custom-charts-share-reports?hosting=cloud&tab=overview

https://marketplace.atlassian.com/apps/1220925/custom-charts-for-jira-reports-and-jira-dashboard-filter?hosting=cloud&tab=overview

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

[Marin Varvodic]

Hi Lewis, I am also trying to do the same. We have a FREE Jira app, and I am trying to reach our customers because Atlassian is not providing any kind of free reports for free Atlassian apps. JSM customers are my only source of users, and this is a huge manual work for me. Please let me know if you find a way how to do it.

[Abraham - New Verve Consulting]

Dear @Lewis West,

The API way mentioned before could be easier than it sounds (specially if you or anyone in your team has JavasScript knowledge). This is a quick script that could work if ran in the browser development mode console

1. Go to https://<your Jira domain>.atlassian.net/rest/servicedeskapi/organization
2. Paste this in the browser development mode console (Ctrl + Shift + I to open development mode in Chrome for example):
   
   
   const main = async () => {

     const resource = '/rest/servicedeskapi/organization';

     const response = await fetch(resource);

     const parsedResponse = await response.json();

     const jsmCustomers = parsedResponse.values;

     const jsmCustomerNames = jsmCustomers.map((customer) => customer.name);

     console.log(jsmCustomerNames);

   };

   
   

   main()

     .then(() => console.log('request completed'))

     .catch(console.error);

Lastly, If you are having issues exporting your current customers with the current CRM app you are using, there are other alternatives that could have the same CRM features or similar, listed in the Atlassian marketplace such as some in the following list: https://marketplace.atlassian.com/search?query=CRM

Please note that I am part of the team that develops "Crumbs for Jira" CRM (that should show up in that list from the marketplace above), And our app has the export feature as well, exporting all your customers to a .csv file that then can be open on excel. If you require further details, you can always raise a support request directly with us through our Marketplace page.

Hope that helps.

Kind regards,

Abraham

[Lewis West]

Thanks for the assistance with the REST API.  I wasn't familiar with it, but it seems more useful than I expected.

It kind of worked, but it only gave me about 50 results.  Is there an easy way to expand it to more results?

As far as adding a CRM app, I've looked at it in the past.  However, I didn't find any of them to be a really good fit for our case.

Plus, when all we need is to export our organization list, it's not really a good return on the investment of a new app.

[Kate Pawlak _Appsvio_]

Hi @Lewis West ,

Are you asking about generating reports with some data or just fetch list of organizations? To get all organizations, you can use REST API provided by Atlassian: https://developer.atlassian.com/cloud/jira/service-desk/rest/api-group-organization/#api-rest-servicedeskapi-organization-get.

[Lewis West]

I just need to fetch a list of organizations.  The API looks useful, but I'm not very familiar with using the API.

I was hoping there'd be a button I could press or a way to run a report from within the platform itself.

[Kate Pawlak _Appsvio_]

Ok, I understand. So another option is using our app Customer and Organization Management. In this app, you have to go to the Organizations view, click three dots on the right top corner and select Export to csv. It should resolve your request :)

[Lewis West]

Thank you for suggesting.

We actually have the app from when we were first setting up our project.  We wanted to use it to quickly import our organizations, but ran into some issues with it.

The export feature seems to work well, but I would need to go in and re-sync the data.

[Kate Pawlak _Appsvio_]

@Lewis West please create a support ticket: https://appsvio.atlassian.net/servicedesk/customer/portal/3 We'll check it!

[Lewis West]

Thanks.  We've opened tickets with your team in the past, but the app doesn't really fit with our use case.  The list in your app isn't automatically updated from our project, so we'd have to manually import our list just to export an accurate list.

If I remember correctly from discussions with your team in the past, it's geared more towards customers inputting information when they make a request.  For our use case, our team members are the ones creating tickets on behalf of the customer.

But thank you for the suggestion all the same.

[Kate Pawlak _Appsvio_]

The list is automatically updated but after some time. We have an automatic job every day. You can refresh the index from the UI to execute it manually. But this organizations' list is updated automatically on the app' view if you create organizations from our view.

There is no problem if you create tickets on behalf of customer because we have a special feature described here: https://docs.appsvio.com/customer-details/customer-data/app-settings#steps-for-creating-issue. So some fields, depending on the configuration, can be filled based on selected customer. We also have a post function to copy values from attributes in our app to custom fields.

Maybe it's good to give our app one more chance 😉

[Lewis West]

Thanks for the advice.  It works well for organizations that have submitted tickets.  However, it does not automatically sync daily with organizations that have no tickets.

That was similar to the problem we encountered in the past when we worked with your team.  We need information for all organizations, not just ones with tickets.

I do appreciate your advice on the issue, though.

[Marin Varvodic]

@Kate Pawlak _Appsvio_ is it true that Atlassian is releasing something similar soon? I saw it somewhere. They have the same feature.